Investment Administrator - Apprenticeship

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

Level : 1

Department :
Investment Management

Contract:

Permanent - Apprenticeship

Location:

Liverpool

This opportunity is designed to provide you with experience as an investment administrator, but also give you an understanding of the Investment Management industry by completing a 18 month qualification.

20% of your weekly hours will be dedicated towards completing the qualification - level 4 Investment Operations Specialist Apprenticeship. Your remaining hours will be spent working alongside two existing Administrators and supporting a team of three Investment Managers to gain hands on experience.

This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail and delivering on deadlines are essential.

The individual will report to the Team’s Head whist working closely with the investment managers and rest of the team / office.

We will provide full training for the role, we work collaboratively to achieve the teams’ goals, and you will progress in the career path when you are comfortable with the varied tasks.

• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.

• As your role is central within the team, you will be assisting in general administration tasks. These duties are varied daily, but usually consist of answering the phones, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals and PowerPoint presentations. You will also be required to assist in the distribution of ongoing client reporting.

• You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings.

• You will be working very closely with our clients and their agents (IFAs, solicitors and accountants) to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.

• You are required to help with general team admin tasks like meeting minutes, CPD (continuous professional development) record keeping for regulated members of the team and booking events, meeting rooms and restaurants for clients’ meetings.

This role will be an Information Giver role under MiFID II regulations

Consumer Duty

• To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within the role and…